Data Import into Zoho CRM (including Notes)

Published 07 May 2020

Description

Import all of your business data into Zoho CRM with Import2. With a simple process, you can upload accounts, contacts, leads, deals, activities and even notes without complex steps. Choose to import via CSV file or even directly from another app.

1. Connect your Zoho CRM account

2. Choose an import via CSV or App to App

3. Select the type of data you are importing, and map your fields

4. Start the import and see the results within Zoho

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